Views & Quick Filter Updates

Views & Quick Filters Updates

TrackVia enables you to collect all sorts of important data about your business.  Views are how you are able to extract meaning from that data. We’re excited to announce a number of enhancements to this important component of TrackVia so that you can more easily get value from all of the data you collect.

Quick Filters are more powerful than ever!


Quick Filters have been enhanced by adding OR conditions and conditional groups.  There is also a new look and feel to Quick Filters.
  • The AND | OR setting determines whether all of the filter conditions in the group need to be met (AND), or any of the filter conditions in the group need to be met (OR) for a record to appear in the view. You can now toggle between AND | OR using the drop-down menu at the left side of each filter or filter group in Quick Filters.
  • To accomplish more sophisticated filtering you’ll need to utilize 2 levels of filter groups. For example, you might want to find all records that have "Company Name [is identical to] [Verizon]" OR "Company Name [is identical to] [Apple]", and of those records, only include those that have "Invoice Date [is after] [Last Year]". In this example, a single filter group won't work. We need to create one filter group that matches Apple OR Verizon, and then join that filter group with "AND Invoice Date".  Conditional groups allow you to do this.


Views Have a New Look & Feel


We made a number of improvements under the hood so views are more performant and easier to use.
  • Related Views Menu

    • Views in the Related Views dropdown are now listed in alphabetical order

      • The “Default” view is still at the top of the list

    • There is a new search box to search the list of related view


  • View Options Menu

    • There is a new checkmark to indicate when a view has conditional formatting applied, and/or is a Lanes, Timeline|Calendar or Maps view

  • Other Forms Menu

    • Forms in the Other Forms dropdown are now listed in alphabetical order

      • The “Default” form is still at the top of the list

  • Form Options Menu

    • The new look and feel also applies to the Form Options menu

 

Lanes & Map Views Now Show More Records

  • Lanes views now show up to 250 records, up from the previous limit of 100

  • Map views now show up to 1000 records, up from the previous limit of 100

    • The number of records on a maps view can be toggled between 100, 500, 1000

    • This view now has pagination to see additional records if there are more than the selected limit


Product Release Notes

  1. Dashboard Tabs
  2. July 2020 Web Maintenance
  3. iOS Mobile App v5.1: Dashboards and Dates
  4. Android Mobile App v3.1: General Maintenance
  5. June 2020 Platform Maintenance
  6. TrackVia Mobile - Dashboards Reimagined!
  7. TrackVia's New Look
  8. Update to Flows - New Exit Button And More!
  9. Advanced Link to Parent
  10. New and Improved Lanes View!
  11. Introducing Backup and Restore!
  12. View Filters + Web Maintenance
  13. Android Mobile App v2.24.1: Resolved Workflow Decision Conflict
  14. February 2020 Web Maintenance
  15. iOS Mobile App v4.5: Voice Memo, Barcodes, Manual Sort, and Charts
  16. iOS Mobile App v4.4.2: Resolve Unintentional Logouts from the App
  17. Web Maintenance January 2020
  18. Web v20.10: New Permission & Enhancements to Bulk Select
  19. Android Mobile App v2.23: Side by Side Multi-Select and Maintenance
  20. December 2019 Web Maintenance
  21. Microservices Update
  22. iOS Mobile App v4.4.1: Login to Sandbox Environment
  23. iOS Mobile App v4.4: Locations, Directions, and Maintenance
  24. October 2019 Web Maintenance
  25. iOS Mobile App v4.3.1: Logout Issue Resolved
  26. October 2019 Platform Maintenance
  27. Introducing Pivot Views!
  28. Android Mobile App v2.21.7: Maintenance Release
  29. iOS Mobile App v4.3: Sync Center Enhancements and Maintenance Release
  30. September 2019 Platform Maintenance
  31. September 2019 Web Maintenance
  32. iOS Mobile App v4.2 Maintenance Release
  33. August 2019 Platform Maintenance
  34. Android Mobile App v2.21.6: Maintenance Release
  35. Introducing TrackVia Integrations!
  36. Android Mobile App v2.21.5: Maintenance Release
  37. August 2019 Release Notes: Web Maintenance
  38. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  39. June 2019 Maintenance
  40. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  41. iOS Mobile App v4.0: Release Notes
  42. May 2019 Release Notes: Web Maintenance 2
  43. May 2019 Release Note: Web Maintenance
  44. App Script Constants!
  45. April 2019 Release Notes: API Maintenance
  46. Entity Relationship Diagram Improvements
  47. Improved Lanes View!
  48. December 2018 Release Notes: Web Maintenance
  49. Custom Mail Settings!
  50. November 2018 Release Notes: Platform Maintenance
  51. October 2018 Release Notes: Maintenance
  52. Improved User Management
  53. Views & Quick Filter Updates
  54. July 2018 Release Notes: Maintenance
  55. June 13, 2018 Release Notes: Maintenance
  56. May 25, 2018 Release Notes: Sandbox Environments
  57. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  58. April 23rd Release Notes: Maintenance
  59. April 18th Release Notes: Maintenance
  60. April 10th Release Notes: Maintenance
  61. March 2018 Release Notes: Maintenance
  62. February 2018 Release Notes: More Intelligent Saving & Other Notes
  63. January 2018 Release Notes: Maintenance
  64. December 2017 Release Notes: Offline Editing on Android
  65. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  66. September 2017 Release Notes: Maintenance
  67. August 2017 Release Notes: Maintenance
  68. July 2017 Release Notes: Maintenance
  69. June 27, 2017: TrackVia Introduces Flows!
  70. May 22, 2017: TrackVia Apple Watch App
  71. May 2017 Release Notes
  72. May 5, 2017: Better Connectivity Handling
  73. April 2017 Release Notes
  74. March 2017 Release Notes
  75. March 27, 2017: Single Sign On
  76. February 23, 2017: Winter Polish
  77. February 2017 Release Notes: Session Timeouts
  78. January 2017 Release Notes: Number Display Options & Min / Max

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